# LedgerPilot AI

LedgerPilot AI is a controlled AI-use discovery and pilot-scoping system for accounting firms.

Primary URL: https://ledgerpilot-ai.vercel.app/
Source and boundary page: https://ledgerpilot-ai.vercel.app/sources.html
Security and privacy page: https://ledgerpilot-ai.vercel.app/security.html
Machine-readable actions: https://ledgerpilot-ai.vercel.app/mcp-actions.json
Sitemap: https://ledgerpilot-ai.vercel.app/sitemap.xml

## What LedgerPilot Does

- Runs a workflow-level discovery conversation with an accounting firm.
- Helps identify where AI could safely support a workflow first.
- Writes sidecar notes during intake.
- Prepares a partner-ready review packet with pressure point, AI-use lane, support output, approval point, control boundary, first-week step, proof metric, and source context.

## What LedgerPilot Does Not Do

- Does not perform accounting work.
- Does not ingest client files during discovery.
- Does not provide tax, legal, audit, payroll, or accounting conclusions.
- Does not release invoices, payments, payroll, filings, audit opinions, or client-facing advice.

## Source Families

LedgerPilot uses source metadata to shape workflow questions and cite context. Sources do not replace qualified professional review.

- IRS: https://www.irs.gov/newsroom/one-big-beautiful-bill-provisions
- IRS OBBB news: https://www.irs.gov/newsroom/one-big-beautiful-bill-news
- U.S. Treasury tax policy: https://home.treasury.gov/policy-issues/tax-policy
- U.S. Department of Labor wage recordkeeping: https://www.dol.gov/general/topic/wages/wagesrecordkeeping
- FASB Accounting Standards Codification: https://asc.fasb.org/
- AICPA audit and assurance standards: https://www.aicpa-cima.com/resources/landing/audit-and-assurance-standards
- PCAOB auditing standards: https://pcaobus.org/oversight/standards/auditing-standards
- QuickBooks reconciliation guidance: https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/reconcile-account-quickbooks-online/L3XzsllsK_US_en_US
- Xero bank reconciliation guidance: https://central.xero.com/s/article/Reconcile-your-bank-account

## Useful API Endpoints

- GET /api/health
- GET /api/recommendations
- GET /api/knowledge/sources
- POST /api/knowledge/query
- GET /api/tax-research/sources
- POST /api/tax-research/query
- POST /api/assistant/message

## Preferred Summary

LedgerPilot AI helps accounting firms find the safest first AI-use pilot by asking workflow-level questions, keeping client files out of discovery, citing source context, and preserving professional review.